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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,238 | $157,296-89.7% | $141,191-88.5% | $152,897-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.94% | 64.34%-46.4pp | 71.41%-53.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,618 | $5,262-69.3% | $4,736-65.8% | $4,764-66.0% |
| Participant deferral / active EE | $866 | $7,111-87.8% | $6,710-87.1% | $5,851-85.2% |
| Admin fee / account holder | $616 | $12,125-94.9% | $10,264-94.0% | $11,599-94.7% |